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	<link>http://collegeanalysts.com</link>
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		<title>Four Things I Think I Think</title>
		<description><![CDATA[



1. Since the recent market bottom in the middle of July, the divergence in action between a handful of sectors says there’s optimism from equity traders. Optimism, we’ve learned, is dangerous.
The Homebuilders ETF (XHB) is up 35%, the Financial ETF (XLF) is up 25%, and the Retail ETF (RTH) is up 15%. But as Bespoke [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/07/four-things-i-think-i-think/</link>
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		<title>Do Net Current Asset Plays Still Exist?</title>
		<description><![CDATA[



Mark Perkins sends: Influential market commentators have lately been implying that Ben Graham-style net current asset stocks aren&#8217;t worth looking for. This is incorrect; they not only exist but there can be good low-risk opportunities to be had in them.
When I say risk, I don&#8217;t mean beta or simply how volatile the price swings up [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/07/do-net-current-asset-plays-still-exist/</link>
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		<title>Take Two (TTWO): Results? Check. Reaction? Nope.</title>
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Stephen Frankola sends: Take Two (TTWO) blew out the quarter, reporting earnings of 67 cents per share compared to an analyst consensus of about 54 cents.
TTWO raised guidance for the year, and released their pipeline, which should provide strong sales during the next quarter and through the Christmas season.
Investors were unimpressed, however, and shares are [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/05/take-two-ttwo-results-check-reaction-nope/</link>
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		<title>Almost D-Day, and Take Two (TTWO) is Jumpy</title>
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Stephen Frankola sends: Today&#8217;s session featured some strange exchanging of Take Two (TTWO) shares, just one day before the company is set to release earnings.
There was no news released (though Barron&#8217;s later said that the price decline was due to rumors about Electronic Arts (ERTS) walking way from merger talks), though ERTS had an executive [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/04/almost-d-day-and-take-two-ttwo-is-jumpy/</link>
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		<title>The End of the End-of-the-World Trade</title>
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I’m stealing this phrase from Toro, but the “End of the World Trade” is essentially long any and all combinations of commodities, and short any and all combinations of financials and consumer discretionary (the latter sector constitutes the most heavily shorted stocks as a percentage of float by far – despite what the SEC might [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/04/the-end-of-the-end-of-the-world-trade/</link>
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		<title>Shoulda, Woulda, Coulda, Gone Long Energy</title>
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Stephen Frankola sends: In light of Gustav&#8217;s increasing strength and imminent re-destruction of Louisiana coastline, I wish I would have gone long energy before the close on Friday.
I&#8217;d be absolutely shocked if oil and natural gas prices don&#8217;t rocket upward by at least 5% during Asian trading tonight. Gustav has shut down the majority of [...]]]></description>
		<link>http://collegeanalysts.com/2008/09/01/shoulda-woulda-coulda-gone-long-energy/</link>
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		<title>Backing up the Take-Two (TTWO) Truck</title>
		<description><![CDATA[

Stephen Frankola sends: I closed my last post, which was about Take-Two (TTWO) and Electronic Arts (ERTS) entering into a confidentiality agreement, with a cautious sentiment. I said that I was planning on maintaining my disclosed position, TTWO Sept $27.5 and $30 calls, or selling contracts as premiums rose.
There was little spike in the stock [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/28/backing-up-the-take-two-ttwo-truck/</link>
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		<title>Electronic Arts (ERTS) Wining and Dining Take-Two (TTWO)</title>
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Stephen Frankola sends: According to a Reuters press release after-hours, Electronic Arts (ERTS) and Take-Two (TTWO) have now entered into confidential discussions regarding a potential merger.
This is the latest development in a soap-opera-like courtship that has disappointed TTWO investors as the share price has been stagnant since ERTS&#8217;s first offer of $26 this spring. ERTS [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/25/electronic-arts-erts-wining-and-dining-take-two-ttwo/</link>
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		<title>Is Buffett Buying American Express (AXP)?</title>
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Last Friday, Warren Buffett was on CNBC for several hours in the morning answering questions on all sorts of topics with his usual reserved wisdom. If only I could get Warren to speak with me for three hours…
One of the big revelations was that Buffett has been adding to either Wells Fargo (WFC) or American [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/25/is-buffett-buying-american-express-axp/</link>
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		<title>American Eagle (AEO) Update, Hat Tip Joe Ponzio</title>
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The other day I read Joe Ponzio’s commentary on retailer American Eagle (AEO), and where it stands as one of his portfolio holdings. I owned the stock for a short time earlier in the year – ultimately selling in order to take advantage of the opportunities in the credit default swap market – so the [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/23/american-eagle-aeo-update-hat-tip-joe-ponzio/</link>
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		<title>Primus Guaranty and the Viability of the CDPC Model</title>
		<description><![CDATA[

Most people who have read this site during the summer have seen my coverage of Primus Guaranty, a credit derivative products company (CDPC) that sells credit protection via credit default swaps (CDS). On July 22nd, I placed my entire portfolio into Primus, via a combination of its common stock (PRS) and senior debt (PRD). I [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/21/primus-guaranty-and-the-viability-of-the-cdpc-model/</link>
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		<title>Book Review: Lowenstein’s “While America Aged”</title>
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My latest reading project was Roger Lowenstein’s “While America Aged: How Pension Debts Ruined General Motors, Stopped the NYC Subways, Bankrupted San Diego, and Loom as the Next Financial Crisis. As involved as the subject of pension and retiree benefits are, Lowenstein presents the challenges through the lens of three narratives, and concludes with an [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/20/book-review-lowenstein%e2%80%99s-%e2%80%9cwhile-america-aged%e2%80%9d/</link>
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		<title>Aggressive Model Portfolio, Year-to-Date</title>
		<description><![CDATA[

Because discussing my personal holdings has become quite simplified in the last month, I’m going to be leaning more on two other things I’m involved with – one being the Marketocracy.com virtual portfolio, and the other being the Boston College Investment Club portfolio.
Because Marketocracy has diversification rules (for the weak, I know), I have to [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/18/aggressive-model-portfolio-year-to-date/</link>
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		<title>What Could a Stronger Dollar Do?</title>
		<description><![CDATA[

I read an interesting call today from Toro about shorting the Euro off the top he believes the currency has set against the dollar, and – if he’s correct – there are plenty of side effects with important applications to the equity markets. He notes estimates that the purchasing power parity value of the dollar [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/15/what-could-a-stronger-dollar-do/</link>
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		<title>How Far Can We Rally, and How Will It End?</title>
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After my uncharacteristic post about finding a bottom in the markets at the end of June, I’m going back to check the same indicators to see whether or not they imply an interim topping point could be at hand. 
In a rising market, the Bullish Percentage normally tops out above 70%. As you can see [...]]]></description>
		<link>http://collegeanalysts.com/2008/08/12/how-far-can-we-rally-and-how-will-it-end/</link>
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